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Physician Wealth Advisors’s CTS Corp CTS Stock Holding History

Physician Wealth Advisors’s Portfolio CTS Stock Details CTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.24K Buy
19
+5
+36% +$300 ﹤0.01% 1737
2026
Q1 		$669 Hold
14
– – ﹤0.01% 1819
2025
Q4 		$601 Buy
+14
New +$587 ﹤0.01% 1786
2025
Q1 		– Sell
-16
Closed -$844 – 1459
2024
Q4 		$844 Buy
+16
New +$838 ﹤0.01% 982

Other funds holding CTS

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
GC
Guidance Capital Lousville, Kentucky $468M AUM 26.09% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Physician Wealth Advisors's CTS Position: Q2 2026 in Review

Physician Wealth Advisors increased its CTS Corp (CTS) stake by 36% in Q2 2026, buying an estimated $300 and bringing the position to 19 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1737.

Physician Wealth Advisors first reported a position in CTS in Q4 2024 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold CTS as of Q2 2026.

  • Physician Wealth Advisors held 19 shares of CTS Corp worth $1.24K as of Q2 2026.
  • Physician Wealth Advisors bought 5 CTS Corp shares in Q2 2026, an estimated $300.
  • CTS Corp made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1737 holding.
  • Physician Wealth Advisors first reported a position in CTS Corp in Q4 2024 and has held it in 4 quarters since.
  • 29 funds tracked by Wall St. Rank held CTS Corp as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.